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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,106 | $103,393+26.8% | $87,103+50.5% | $152,909-14.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.78% | 28.10%-10.3pp | 28.19%-10.4pp | 345.46%-327.7pp |
| Employer contribution / active EE | $1,325 | $3,221-58.9% | $2,521-47.4% | $4,764-72.2% |
| Participant deferral / active EE | $5,527 | $4,778+15.7% | $4,049+36.5% | $5,851-5.5% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |